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Are you a new client or a returning one?

New Client

Returning Client

Responsible Party's Name

Business Name & EIN #

Address

Street Address

City

State

Country

Postal code

Business Phone Number *

Secondary Phone Number

Business Email *

Secondary Email

Date of Incorporation

Primary Business Activity/Type: (What does your business do?)

Number of Employees

Are there any partners in your business? *

Partner 1

Partner Name *

Percentage Of Ownership *

Partner 2

Partner Name

Percentage Of Ownership

Partner 3

Partner Name

Percentage Of Ownership

Fiscal Year

Calendar Year

Fiscal Year

If Fiscal, what is year-end?

Tax ID

Gross Yearly Revenue: $

$

Are you invested in or do business internationally?

If Yes, what country?

Advertising

CAR & TRUCK EXPENSES

Legal & Professional Services

Employee Salary and Other Compensation

Accounting

Office Expenses

RENT & LEASE PAYMENTS

UTILITIES/TELEPHONE

BUSINESS MILES

REPAIR MAINTENANCE

Supplies

Business Documents

EIN, Certificate of Good Standing, P&L

Business Document 2

Articles of Incorporation, Operating Agreement, 1099

Business Document 3

Other Business Documents

Travel, Meals, and Entertainment

TAXES & LICENSES

Software

Educational Expenses (Must Be Business Related)

Interest on Business Purchases

Postage and Logistics

Charitable Contributions

Casualty and Theft Losses

Bad Debts (deductible if the business sells goods instead of providing services)

Other Expenses

Total Business Miles

Expense 1

Receipts for Office Equipment, Payroll, Invoices for Services

Expense 2

Other Expenses

Expense 3

Other Expenses

Rent / Office

I certify that all the above information given to the tax preparer to prepare my income tax return is accurate and true to the best of my knowledge.

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